Latest Commentary, Ideas & Updates

Find the latest commentary, investment research & model portfolio updates, and SMSF trustee updates to prepare for a smarter financial future. Premium content is members-only, while free insights are for all site visitors.

Update & outlook for global listed property

After a strong 2019, Global Listed Property looked set to continue its strong performance into 2020. However, the COVID-19...

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Increase in SMSF membership to 6: Bill introduced to Parliament

A bill to increase the maximum number of members that a SMSF (or small APRA fund) can have from 4 to 6 has been introduced...

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Macro Strategy: Trends have changed + economic regime change?

There is no getting around it at the moment – whether you are a professional money manager, or a DIY investor, its just ...

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Company Updates: NUF, SKC, TAH, MFG, HVN, SBM, SYD, URW, SEK, SPK

24/09/2020 Nufarm Limited (NUF) yesterday reported FY20 revenue of $2.85 billion, up 6.5% on FY19, whilst underlying EBIT ...

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Latest Corporate Actions Journal

Lonsec’s latest Corporate Actions Journal has been added. It includes information and corporate action recommendations o...

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Macro Strategy: The K-shaped recovery is real, and investors need to understand it

One of the most talked about aspects of the recovery from the March lows of the COVID induced plunge in both stock market ...

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Company Updates: MQG, MND, RIO, PME, CUV, CLW, LLC, QUB

16/09/2020 Clinuvel Pharmaceuticals Limited (CUV) announced yesterday the first patient with xeroderma pigmentosum (XP) ha...

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Reporting Season Update -August 2020

Danial Moradi, Portfolio Manager for Listed Products (Lonsec Investment Solutions) has penned his summary on the August 20...

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Month in Review

Month in Review takes a snapshot and provides commentary on what happened in the month of August. This includes: Performa...

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